Holdings (Monthly)
Guide ↗
Blue Chip Investor Fund
· Blue Chip Investor Funds| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc. | 084670108 | Mar 2026 | 15 | $10.8M | 24.99% | EC |
| 2 | Alphabet Inc. | 02079K107 | Mar 2026 | 22,000 | $6.3M | 14.64% | EC |
| 3 | AerCap Holdings NV | N00985106 | Mar 2026 | 36,800 | $5.0M | 11.71% | EC |
| 4 | Markel Group Inc. | 570535104 | Mar 2026 | 1,750 | $3.3M | 7.77% | EC |
| 5 | Brookfield Corporation | 11271J107 | Mar 2026 | 81,150 | $3.3M | 7.62% | EC |
| 6 | Sirius XM Holdings Inc | 829933100 | Mar 2026 | 99,000 | $2.3M | 5.30% | EC |
| 7 | First Citizens BancShares, Inc. | 31946M103 | Mar 2026 | 1,000 | $1.9M | 4.37% | EC |
| 8 | LKQ Corporation | 501889208 | Mar 2026 | 62,000 | $1.8M | 4.22% | EC |
| 9 | The Hershey Company | 427866108 | Mar 2026 | 8,200 | $1.7M | 3.95% | EC |
| 10 | The Walt Disney Company | 254687106 | Mar 2026 | 17,000 | $1.6M | 3.80% | EC |
| 11 | Cimpress PLC | G2143T103 | Mar 2026 | 19,700 | $1.4M | 3.34% | EC |
| 12 | Amazon.com, Inc. | 023135106 | Mar 2026 | 5,000 | $1.0M | 2.42% | EC |
| 13 | Jeffries Financial Group Inc | 47233W109 | Mar 2026 | 23,600 | $974K | 2.26% | EC |
| 14 | Goldman Sachs Trust - Goldman Sachs Financial Square Government Fund Institutional Class | 38141W273 | Mar 2026 | 913,752 | $914K | 2.12% | STIV |
| 15 | Wayfair Inc. | 94419L101 | Mar 2026 | 8,800 | $662K | 1.54% | EC |